Mobius Says He's Investing in Tech, Not Buying Bitcoin Yet

The video discusses inflation as currency devaluation, highlighting the impact of global money printing on prices. It explores investment strategies in inflationary times, emphasizing equities and global diversification. The focus shifts to emerging markets, particularly technology and geopolitical risks, with a spotlight on India amid COVID-19 and infrastructure spending. The analysis of commodity prices and their investment impact is followed by a comparison of gold and Bitcoin as investment hedges.

What are the potential risks associated with investing in semiconductor companies?

How does the speaker view the current state of commodity prices?

What is the speaker's stance on investing in Bitcoin versus gold?